The markets spent 2014 preoccupied by a number of worries, from geopolitical tensions to emerging market elections, but the biggest cloud on the investment horizon has undoubtedly been the unwinding of quantitative easing (QE) in the US, and the interest rate rises in the US and UK that investors assumed were just round the corner.

Paul Reed, head of European High Yield at Marlborough Fund Managers has been the best performer in the IMA Sterling High Yield sector over the past year. Here, he tells What Investment.co.uk about his strategy for the fund.

More from What Investment

Celebrating his first calendar year since succeeding Neil Woodford at the helm of the giant Invesco Perpetual Income and High Income fund, Mark Barnett has revealed the FTSE 100 stocks he has been buying of late.

With the spectre of inflation looming menacingly over the US economy, Old Mutual Global Investors fund manager John Ventre believes the US Federal Reserve’s reluctance to raise rates could come back to haunt it.

This site uses 'cookies' to provide you with the best visitor experience. Without them
you may find this site does not work properly and many features may be unavailable. For more information about cookies and the types that
we use, please click here. Enjoy your visit.